Starboard Wealth Management

the advantaged position

About Us

Starboard Wealth Management

Registered Investment Advisor

Starboard Wealth Management is a fee-only RIA located on Cape Cod, Massachusetts serving clients from across the country. We manage portfolios to maximize the after-tax return of every account. 

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The owner of Starboard Wealth Management is Justin Hudock.  Justin started working on Wall Street right out of school and has successfully applied his knowledge of markets and 20+ years of experience to increasing client returns.   

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Our Process

+ Personalized On-Boarding

+ Detailed and Transparent Account Management

+ Continuous Portfolio Monitoring and Rebalancing

= Long-term Wealth Creation

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After a detailed financial profile of the client, we will tailor a bespoke financial solution to fulfill long-term goals.  We use fundamental analysis to spot potential investments; and technical and sentiment analysis for entry points and the re-balancing of positions. Our holding periods are long-term and ideally at least five years.  Our main asset custodian is Charles Schwab.

Our Fees

0.60% per year for the first $1 million

0.50% per year for the next $3 million

0.40% per year for amounts over $4 million

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*No fee for cash/money market balances up to $50k

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Our Fees are based on assets under management, billed quarterly, and prorated for large deposits and withdrawals.  Fees can be negotiated in special circumstances.  Minimum starting assets of $200k.

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Recent Blogs

Contact

We offer a complimentary "Get acquainted" meeting to find out more about your goals and to see if Starboard Wealth Management is a good fit for you.

508-221-7076

Marstons Mills, MA

 

These links will take you to Starboard Wealth Management's SEC filed ADV; and to FINRA's database of backgrounds and complaints against brokers and brokerage firms.

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